US · Industrials · Rental & Leasing Services
EPS came in at 15.55 against a street estimate of 13.83 — a beat of 12.4%.
Analysts rate United Rentals Inc a buy (16 buy, 5 hold, 1 sell out of 22) with an average price target of $1,293.43.
CONFIDENT United Rentals reported record Q3 results, raised revenue and EBITDA guidance, and cited robust large-project demand, strong productivity, and disciplined capital allocation. Q3 FY26 Management described local markets as stable, contributing a couple of points of quarterly growth; large and mega projects remained the primary growth driver. Analysts focused on margin durability, pricing, fleet efficiency, inflation, local markets, specialty growth, CapEx, and capital allocation. Management emphasized broad productivity, disciplined execution, robust project demand, and flexibility to invest or return capital. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.29% |
| Vanguard Capital Management, LLC | 6.61% |
| State Street Corp | 4.84% |
| JPMorgan Chase & Co | 4.57% |
| Vanguard Portfolio Management, LLC | 4.36% |
| Capital Research Global Investors | 3.11% |
| Franklin Templeton Inc | 2.92% |
| Geode Capital Management, LLC | 2.74% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • United Rentals (North America), Inc. completed a $2.5 billion senior notes offering on October 29, 2026. • The notes comprise: | 2026-10-29 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $4,893 million, up from $4,229 million in Q3 2025. • Equipment rental revenue was $4,316 million, | 2026-10-21 |
| Results announced · Q4 2026 HEADLINE NUMBERS • United Rentals reported record third-quarter 2026 results and raised full-year guidance. • Total revenue rose to $4.893 billion, | 2026-10-21 |
| Reg FD disclosure · Q3 2026 UNITED RENTALS, INC. - 8-K FILING SUMMARY OTHER NOTABLE POINTS • Filing Type & Date: Form 8-K current report filed September 8, 2026 (earliest event | 2026-09-08 |
| Quarterly report · Q2 2026 UNITED RENTALS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $4,410 million vs. $3,943 million Q2 2025 (+12%) • Net income | 2026-07-22 |
| Results announced · Q3 2026 UNITED RENTALS, INC. — SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Total Revenue: $4.410 billion (rental revenue: $3.849 billion) • Q2 2 | 2026-07-22 |
| Material agreement · Q2 2026 UNITED RENTALS, INC. – FORM 8-K SUMMARY Filing Date: June 18, 2026 --- HEADLINE NUMBERS • Accounts Receivable Facility Extended to June 18, 2027 – | 2026-06-18 |
| Shareholder vote results · Q2 2026 UNITED RENTALS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 8, 2026 • Total votes cast across all proposals: approxima | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.97 / share ex-date Nov 10, 2026 · pay Nov 25, 2026 | 2026-11-10 |
| Dividend | $1.97 / share ex-date Aug 12, 2026 · pay Aug 26, 2026 | 2026-08-12 |
| Dividend | $1.97 / share ex-date May 13, 2026 · pay May 27, 2026 | 2026-05-13 |
| Dividend | $1.97 / share ex-date Feb 11, 2026 · pay Feb 25, 2026 | 2026-02-11 |
| Dividend | $1.79 / share ex-date Nov 12, 2025 · pay Nov 26, 2025 | 2025-11-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for United Rentals Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.